TREE NEWS update: China Mobile General Manager Chen Yangfan said on Sept. 12 that the carrier will keep building computing infrastructure ahead of demand, aligning its AI data centers with the national “East Data, West Computing” program and developing gigawatt-scale data parks. Total signed AIDC capacity has exceeded 7GW. The company is also expanding inference clusters, with multiple 10,000-GPU intelligent computing centers and a distributed inference network.
China Mobile’s AIDC Signed Capacity Tops 7GW as It Builds AI Data Centers
AI take
The scale of China Mobile's signed AIDC pipeline signals that telecom carriers, not just hyperscalers, are becoming anchor tenants of AI infrastructure buildout in China. Because the strategy is explicitly tied to the national East Data, West Computing program, siting and power access are likely to follow policy priorities as much as commercial demand. The open question is whether utilization catches up with capacity that is being built ahead of demand, and how the inference-focused clusters perform once deployed.
Generated by AI for reference only.
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